Admin 1 Flashcards
Solar Components and systems supplier, Ursa Major Solar wants to ensure that the information is up to date on their Company Information page in Salesforce. Which set of information can an administrator specify in the Company Information page?
A. Business Hours, Translation Settings, Corporate Currency
B. Organization Name, Default Time Zone, Default Language
C. Primary Contact Chatter Settings, Set Domains
D. Fiscal Year, Password Policies, Default Time Zone
B. Organization Name, Default Time Zone, Default Language
Ursa Major Solar wants to ensure that all of its locale settings are up to date and consistent in the Salesforce system. The administrator is going through the process of making updates and configuring parameters for this information.
Which two sets of parameters are configured using Locale settings? (Choose two answers.)
A. BUSINESS HOURS AND HOLIDAYS
B. TIME AND NUMBER DISPLAY FORMAT
C. FIRST/LAST NAME AND DATE FORMAT
D. PHONE NUMBER AND CURRENCY FORMAT
B. TIME AND NUMBER DISPLAY FORMAT
C. FIRST/LAST NAME AND DATE FORMAT
The VP of sales has changed the naming convention for opportunities to make it more uniform across the company. The sales manager wants to update multiple opportunity names for his sales team in Europe using his “Team Europe” list view in Salesforce.
Which user interface settings should be used to allow users, with all required profile permissions, to edit records in List Views? (Choose two answers.)
A. ENABLE INLINE EDITING
B. ENABLE ENHANCED LISTS
C. ENABLE ENHANCED PAGE LAYOUT EDITOR
D. ENABLE ENHANCED PROFILE LIST VIEWS
A. ENABLE INLINE EDITING
B. ENABLE ENHANCED LISTS
A new hire at Ursa Major Solar has joined the customer service team to interact with customers and handle cases. This user needs access to the Service Console to manage the cases and customer information.
What should an administrator do to assign a Service Cloud user license to a new user?
A. ENABLE SERVICE CLOUD USER ON THE USER RECORD DETAIL PAGE
B. CLONE THE SAMPLE CONSOLE AND ASSIGN IT TO THE USER.
C. CREATE A NEW PERMISSION SET LICENSE AGREEMENT
D. ENABLE SERVICE CONSOLE IN SUPPORT SETTINGS
A. ENABLE SERVICE CLOUD USER ON THE USER RECORD DETAIL PAGE.
Ursa Major Solar, a medium-sized, Southwest-based supplier of solar components and systems, is growing internationally. An administrator receives details of a new hire in the Tokyo office, who requires access to the Salesforce organization.
Which two requirements should the administrator consider when creating a new user in a production Salesforce org?
A. USERNAMES MUST BE UNIQUE ACROSS ALL PRODUCTION SALESFORCE ORGS.
B. USERNAMES MUST BE IN THE FORM OF AN EMAIL ADDRESS.
C. USERNAMES MUST BE THE SAME AS THE USER’S EMAIL ADDRESS.
D. USERNAMES MUST INCLUDE THE COMPANY’S EMAIL DOMAIN.
A. USERNAMES MUST BE UNIQUE ACROSS ALL PRODUCTION SALESFORCE ORGS.
B. USERNAMES MUST BE IN THE FORM OF AN EMAIL ADDRESS.
A new employee is trying to login to Salesforce, but is having trouble. He reaches out to the Salesforce Admin for help.
What should the administrator do first to troubleshoot login error messages?
A. CHECK THE USER’S LOGIN HISTORY RELATED LIST ON THE USER RECORD.
B. REVIEW ENTRIES IN THE SETUP AUDIT TRAIL.
C. LOG IN AS THE USER TO VIEW THE ERROR MESSAGE.
D. SEARCH THE DEBUG LOG FOR THE ERROR MESSAGE.
A. CHECK THE USER’S LOGIN HISTORY RELATED LIST ON THE USER RECORD.
The administrator is notified that one of Ursa Major Solar’s employees is going on leave for a few weeks. Ursa Major Solar does not want the employee logging in to Salesforce while on leave.
What should the administrator do to temporarily prevent a User from logging into Salesforce?
A. RESET THE USER’S PASSWORD.
B. FREEZE THE USER’S ACCOUNT
C, CHANGE THE USER’S LOGIN HOURS.
D. DELETE THE USER’S ACCOUNT.
B. FREEZE THE USER’S ACCOUNT
The administrator is asked to deactivate the Salesforce user account for an employee who has recently left the company.
When a user account is deactivated, what happens to the associated license?
A. THE LICENSE BECOMES AVAILABLE FOR REASSIGNMENT.
B. THE LICENSE IS DELETED.
C. THE LICENSE IS REMOVED FROM THE BILLABLE LICENSES FOR THE ORGANIZATION.
D. THE LICENSE IS AUTOMATICALLY ASSIGNED TO ANOTHER USER.
A. THE LICENSE BECOMES AVAILABLE FOR REASSIGNMENT.
The Executive Team at Ursa Major Solar is exploring ways to increase protection of the organization’s Salesforce data from unauthorized access. It has been proposed to leverage the Trusted IP Ranges feature.
What is a benefit of entering Trusted IP Ranges in the Network Access section?
A. USERS WHO LOG IN WITHIN THE NETWORK ARE NOT REQUIRED TO VERIFY THEIR IDENTITY.
B. ALL ATTEMPTS TO LOG IN FROM OUTSIDE THE NETWORK ARE DENIED.
C. USERS ARE UNABLE TO LOG IN THROUGH THE API ON NETWORKS NOT MARKED AS TRUSTED.
D. APPEXCHANGE PACKAGES CAN COMMUNICATE WITH AN EXTERNAL SITE.
A. USERS WHO LOG IN WITHIN THE NETWORK ARE NOT REQUIRED TO VERIFY THEIR IDENTITY.
The password policy in Ursa Major Solar’s org shows that the length of time until passwords expire in 60 days. However, sales reps are complaining that their passwords expire every 30 days. Where should the system administrator change the password expiration period for the sales rep users?
A. INDIVIDUAL USER RECORDS
B. PERMISSION SETS ASSIGNED TO THE USERS
C. PROFILES ASSIGNED TO THE USERS
D. ROLES ASSIGNED TO THE USERS
C. PROFILES ASSIGNED TO THE USERS
Ursa Major Solar’s Vice President of Global Sales has requested that the Sales Rep Commission report be visible to the Executive Team.
How should the System Administrator provide visibility to the Sales Rep Commission report to the Executive Team only?
A. SET OPPORTUNITY ORG-WIDE DEFAULT SHARING SETTINGS TO PRIVATE.
B. SAVE THE REPORT IN A FOLDER SHARED WITH THE EXECUTIVE TEAM.
C. NAME THE REPORT “FOR EXECUTIVE TEAM USE ONLY - DO NOT USE.”
D. SAVE THE REPORT IN THE MY PERSONAL REPORTS FOLDER.
B. SAVE THE REPORT IN A FOLDER SHARED WITH THE EXECUTIVE TEAM.
A user’s profile can be controlled by which three settings?
A. RECORD TYPE ASSIGNMENT B. SECURITY AT THE FIELD-LEVEL C. ASSIGNED APPS D. FEATURE LICENSE ASSIGNMENT E. LOCALE SETTINGS
A. RECORD TYPE ASSIGNMENT
B. SECURITY AT THE FIELD-LEVEL
C. ASSIGNED APPS
Ursa Major Solar has created a new product line of solar panels with a special sales team to sell these products. The sales process for the new line is more complex than the current sales process and requires additional stages to the sales path.
How should the System Administrator configure Salesforce to ensure only the appropriate stages are visible based on the product line?
A. CREATE A SALES PROCESS AND OPPORTUNITY RECORD TYPE FOR EACH PRODUCT LINE.
B. CREATE A VALIDATION RULE TO DISPLAY THE APPROPRIATE STAGES BASED ON PRODUCT LINE.
C. CREATE NEW FORECAST CATEGORIES AND ASSIGN THE NEW STAGE PICKLIST VALUES TO THOSE CATEGORIES.
D. CREATE A VALIDATION RULE TO DISPLAY THE APPROPRIATE STAGES BASED ON THE USER’S ROLE.
A. CREATE A SALES PROCESS AND OPPORTUNITY RECORD TYPE FOR EACH PRODUCT LINE.
Ursa Major Solar’s Sales operations director has noticed an increase in sales reps logging opportunities without products. The operations team then has to go back into each opportunity after the fact and add products.
Which configuration change should the system administrator make to help sales reps remember to add products to every opportunity?
A. CREATE A RELATED LIST TO ENABLE THE USER TO VIEW THE RELATED PRODUCTS.
B. ENABLE THE OPPORTUNITY SETTING TO PROMPT USERS TO ADD PRODUCTS TO OPPORTUNITIES.
C. CREATE A WORKFLOW RULE ON THE OPPORTUNITY OBJECT TO ADD A DEFAULT PRODUCT TO OPPORTUNITIES WITH NO PRODUCTS.
D. SET THE ORG-WIDE DEFAULTS FOR PRICE BOOKS TO USE AND PRODUCTS TO READ ONLY.
B. ENABLE THE OPPORTUNITY SETTING TO PROMPT USERS TO ADD PRODUCTS TO OPPORTUNITIES.
Ursa Major Solar’s newest product line has just been announced. The web form on the Ursa Major Solar website is generating a lot of leads where prospects have indicated interest in particular products. These leads are automatically imported directly into Salesforce.
Which two features should the system administrator use to assign ownership of a Lead to the appropriate product team using the custom Lead field Product Interest?
A. ASSIGNMENT RULES
B. ESCALATION RULES
C. LEAD TEAMS
D. QUEUES
A. ASSIGNMENT RULES
D. QUEUES
Sales representatives at Ursa Major Solar are working on opportunities and need to see how their colleagues have effectively managed other
pportunities with comparable products, competing against the same
ompetitors.
Which two features should an administrator use to allow for this?
A. OPPORTUNITY DASHBOARD
B. CHATTER GROUPS
C. OPPORTUNITY UPDATE REMINDERS
D. BIG DEAL ALERTS
A. OPPORTUNITY DASHBOARD
B. CHATTER GROUPS
The VP of sales at Ursa Major Solar wants to take a look at all the sales deals that are currently in play for the Sales team to determine how well they’re tacking toward their goal for quarter end.
Which standard object stores information about sales deals?
A. ACCOUNTS
B. ASSETS
C. PRODUCTS
D. OPPORTUNITIES
D. OPPORTUNITIES
A sales team member at Ursa Major Solar wants to view information related to one of their accounts to have a 360-degree view of the customer.
Which two standard objects are related to account records? (Choose two answers.)
A. CASES
B. CAMPAIGNS
C. OPPORTUNITIES
D. LEADS
A. CASES
C. OPPORTUNITIES
The marketing manager at Ursa Major Solar wants to run a marketing campaign for their upcoming event called the Ray-a-thon. The manager want to capture as much information as possible from the campaign in Salesforce.
Which three objects have a relationship with a Campaign? (Choose three answers.)
A. LEAD B. CONTACT C. ACCOUNT D. OPPORTUNITY E. CONTACT ROLE
A. LEAD
B. CONTACT
D. OPPORTUNITY
Ursa Major Solar needs a field that reflects account size based on the standard field, number of employees.
Which formula function should an administrator use to evaluate different results based on a specific condition with multiple outcomes?
A. ISPICKVAL
B. TEXT
C. IF
D. AND
C. IF
The sales managers at Ursa Major Solar want opportunities that have not been updated in the past 30 days to automatically be flagged.
How should an administrator implement this requirement?
A. CREATE A FORMULA FIELD TO CALCULATE THE TIME SINCE THE LAST UPDATE AND DISPLAY AN IMAGE OF A RED FLAG IF IT MEETS THE DEFINED CRITERIA.
B. ADD A FORMULA TO THE DEFAULT VALUE OF THE LAST MODIFIED DATE FIELD TO TURN THE TEXT RED IF THE RECORD MEETS THE CRITERIA.
C. ADD A FORMULA TO THE DEFAULT VALUE OF THE OPPORTUNITY NAME FIELD TO TURN THE BACKGROUND RED IF THE RECORD MEETS THE CRITERIA.
D. CREATE A FORMULA FIELD TO SHOW THE LAST LOGIN DATE OF THE OWNER AD DISPLAY AN ALERT MESSAGE IF IT MEETS THE DEFINED CRITERIA.
A. CREATE A FORMULA FIELD TO CALCULATE THE TIME SINCE THE LAST UPDATE AND DISPLAY AN IMAGE OF A RED FLAG IF IT MEETS THE DEFINED CRITERIA.
The Ursa Major Solar CEO does not want to see the list of contacts when viewing an account page but still needs to access contact records.
How should the administrator configure this?
A. REMOVE READ ACCESS PERMISSIONS FOR CONTACTS FROM THE CEO’S PROFILE.
B. SET THE CONTACT ORG-WIDE DEFAULT SHARING SETTINGS TO PRIVATE.
C. CREATE AN ACCOUNT PAGE LAYOUT WITHOUT THE CONTACTS RELATED LIST.
D. REMOVE THE ACCOUNT RELATED LIST FROM THE CONTACT PAGE LAYOUT.
C. CREATE AN ACCOUNT PAGE LAYOUT WITHOUT THE CONTACTS RELATED LIST.
The VP of sales at Universal Containers wants to ensure that there is a consistent, color–coded report to track picklist values easily from the stage field on an opportunity.
How should an administrator ensure that a picklist field’s values display in consistent colors on all reports? (Choose two answers.)
A. USE A BUCKET FIELD THAT DEFINES THE COLOR FOR EACH VALUE
B. CONFIGURE REPORT CONDITIONAL HIGHLIGHTING FOR EACH VALUE.
C. UPDATE THE PICKLIST FIELD AND SET THE COLOR FOR EACH VALUE.
D. CREATE A FORMULA FIELD THAT DEFINES THE COLOR FOR EACH VALUE.
C. UPDATE THE PICKLIST FIELD AND SET THE COLOR FOR EACH VALUE.
D. CREATE A FORMULA FIELD THAT DEFINES THE COLOR FOR EACH VALUE.
Ursa Major Sola wants to track invoice payments on an opportunity related list. Only the finance team should see this related list. But, all users should be able to view the Invoice payments report.
How should the administrator implement this requirement?
A. CREATE A NEW PAGE LAYOUT AND PROFILE FOR THE FINANCE TEAM.
B. SET THE INVOICE PAYMENT ORG-WIDE SHARING SETTINGS TO PRIVATE.
C. BUILD AN INVOICE PAYMENT REPORT WITH A RUNNING USER OF FINANCE.
D. GRANT FINANCE ACCESS ONLY TO THE INVOICE PAYMENT OBJECT ,
A. CREATE A NEW PAGE LAYOUT AND PROFILE FOR THE FINANCE TEAM.
The marketing team at Ursa Major Solar wants a chart added to the home page specific to their lead generation.
What should an administrator recommend to meet this request?
A. UPDATE THE MARKETING TEAM’S HOME PAGE IN THE APP LAUNCHER.
B. UPDATE THE MARKETING TEAMS’ HOME PAGE IN THE LIGHTNING APP BUILDER.
C. UPDATE THE ORG WIDE HOME PAGE IN THE LIGHTNING APP BUILDER.
D. UPDATE THE MARKETING TEAM’S HOME PAGE WITH A HYPER LINK TO THE DASHBOARD.
B. UPDATE THE MARKETING TEAMS’ HOME PAGE IN THE LIGHTNING APP BUILDER.
The administrator updated the sales operation team’s project record page with new fields and dynamic components. However, when they refreshed the page the changes are missing.
What should the administrator troubleshoot to ensure the changes are implemented?
A. CONFIRM THE PAGE I ACTIVATED IN THE LIGHTNING APP BUILDER.
B. CREATE A PERMISSION SET TO GRANT ACCESS TO THE PROJECT OBJECT.
C. ADD THE PAGE TO THE APP LAUNCHER.
D. REVIEW THE COMPONENT VISBILITY FILTERS.
A. CONFIRM THE PAGE I ACTIVATED IN THE LIGHTNING APP BUILDER.
Ursa Major Solar provides various levels of customer support, based on the terms of the customer’s support level agreement. The VP of support wants an automated way to notify the support team when an unresolved case may violate the support level agreement.
Which feature should be used to alert support managers when a case is in jeopardy of violating the customer’s support level agreement?
A. CASE QUEUES
B. AUTO-RESPONSE RULES
C. ESCALATION RULES
D. CASE ASSIGNMENT RULES
C. ESCALATION RULES
Ursa Major Solar has noticed an uptick in support cases that could be easily resolved if the customers had access to the proper documentation. Therefore, Ursa Major Solar wants to create a knowledge base where articles can be classified into categories.
What are two benefits of using Data Categories with Salesforce Knowledge?
A. ARTICLE OWNERS CAN TRACK VIEWS.
B. ARTICLES CAN BE CLASSIFIED INTO GROUPS.
C. ARTICLE ACCESS CAN BE CONTROLLED.
D. ARTICLES CAN BE REFERENCED IN CHATTER POSTS.
B. ARTICLES CAN BE CLASSIFIED INTO GROUPS.
C. ARTICLE ACCESS CAN BE CONTROLLED.
Ursa Major Solar is looking to reduce support costs by allowing customers to work together to answer one another’s questions and solve problems
Which feature should a salesforce administrator use to allow its customers to interact with each other and share best practices?
A. SITES USING EXPERIENCE CLOUD (FORMERLY COMMUNITIES)
B. CAMPAIGNS
C. OMNI-CHANNEL
D. MASS EMAILS
A. SITES USING EXPERIENCE CLOUD (FORMERLY COMMUNITIES)
The sales director at Ursa Major Solar has a team of 50 sales reps located around the world. The sales director’s team uses the calendar feature in Salesforce to access the team’s busy schedule. However, team members each log their all-day events differently and the sales director wants some uniformity.
How should a sales rep create an all-day event in Salesforce?
A. USE A TASK FOR AN ALL-DAY EVENT BECAUSE THEN NO TIME FIELDS ARE NEEDED.
B. CHECK THE ALL-DAY EVENT CHECKBOX ON THE EVENT.
C. ENSURE THE EVENT IS SCHEDULED FOR TIMES WITHIN THE START AND END OF DAY HOURS.
D. ASK THE SYSTEM ADMINISTRATOR TO CHECK ALL-DAY EVENTS IN THE ACTIVITY SETTINGS.
B. CHECK THE ALL-DAY EVENT CHECKBOX ON THE EVENT.
Ursa Major Solar is implementing Salesforce within its organization. All users at Ursa Major Solar have been loaded into the system but a small group of users have been identified to be the test users before full company adoption. These test users will provide feedback via Chatter to ensure all features and tools are adjusted to work for the company-wide deployment.
Which two actions allow the system administrator to limit Chatter access
during roll-out to a subset of Salesforce users?
A. CREATE A PERMISSION SET WITH THE ENABLE CHATTER PERMISSION FOR THE SUBSET OF USERS.
B. ADD THE SUBSET OF USERS TO THE COMPANY-WIDE CHATTER GROUP.
C. EDIT A PROFILE TO ENABLE CHATTER FOR THE SUBSET OF USERS.
D. CREATE AN EMAIL INVITATION FOR THE SUBSET OF USERS.
A. CREATE A PERMISSION SET WITH THE ENABLE CHATTER PERMISSION FOR THE SUBSET OF USERS.
C. EDIT A PROFILE TO ENABLE CHATTER FOR THE SUBSET OF USERS.
As Salesforce adoption has increased throughout Ursa Major Solar, the sales reps need access to the Salesforce mobile app while on the road. However, the Salesforce Mobile App needs to be customized to fit their needs.
Which two functions can be customized for the Salesforce mobile app?
A. FIELD PERMISSIONS
B. NAVIGATION MENU CONTENT
C. CUSTOM OBJECTS
D. OBJECT COMPACT LAYOUT
B. NAVIGATION MENU CONTENT
D. OBJECT COMPACT LAYOUT
